Our educators can facilitate a variety of meetings, any of which can be delivered in-person, virtually, or as pre-recorded sessions. We have both English and Spanish educators available.
Benefits Fairs/Trade Shows
We can represent your brand at employee benefits fairs and trade shows.
Enrollment
When delivering group enrollment meetings to your client’s employees, our educators focus on both general concepts like saving and investing, as well as the specifics of your client’s retirement plan, including plan provisions, investment options, and participant experience of the underlying recordkeeper.
Financial Wellness
Our educators can speak to a wife range of financial topics, including but not limited to budgeting, debt management, financial markets, investing basics, social security, cybersecurity, education and childcare expenses, student loans, and financial stress and mental health.
One-on-One Sessions
We can host one-on-one meetings with your employees to assist with their enrollment needs or any specific questions.
We can provide contracted phone support to employees of your client organizations to assist with plan enrollment or conversion processes.
Lovejoy Retirement and Wellness, LLC, as well as those individuals who contract to provide services on its behalf, don’t offer financial advice or sell financial products; we are simply in the business of providing meaningful financial and retirement education, along with value-added consulting.
